AFA
Atlanta Financial Associates Portfolio holdings
AUM
$214M
1-Year Est. Return
32.7%
This Fund
S&P 500
1 Year Est. Return
+32.7%
AUM
$214M
AUM Growth
+$19.4M
(+10%)
Holding
78
Top Buys
| 1 | +$1.48M | |
| 2 | +$378K | |
| 3 | +$292K | |
| 4 |
Southern Company
SO
|
+$251K |
| 5 |
AT&T
T
|
+$237K |
Top Sells
| 1 | +$519K | |
| 2 | +$433K | |
| 3 | +$349K | |
| 4 |
W.P. Carey
WPC
|
+$337K |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
+$266K |
Sector Composition
| 1 | Technology | 3.05% |
| 2 | Consumer Discretionary | 2.56% |
| 3 | Healthcare | 1.36% |
| 4 | Communication Services | 1.17% |
| 5 | Consumer Staples | 1.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$42.1B
| $203K | 0.09% |
+3,671
|
|
||
77
iShares S&P 500 Growth ETF
IVW
$61.5B
| $201K | 0.09% |
+3,144
|
|
||
78
GE Aerospace
GE
$297B
| $173K | 0.08% |
3,211
|
|